A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE

Here at Donato Wealth Management, we are adhering to state and local guidelines in order to protect both the health and safety of clients and staff. Keeping our clients and staff safe is our highest priority and we’re taking all appropriate measures to ensure a safe environment. Should you prefer to not meet face-to-face, we are continuing to serve our clients through virtual settings such as Zoom or phone calls.

We look forward to continuing to help individuals and families achieve their ideal retirements.

Donato Wealth Management
(512) 833-6557

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Meet the professionals who can help you

Pursue Your Goals

 

We help individuals and families work toward achieving their ideal retirements.

Meet The Team

The team behind Donato Wealth Management is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

DWM FINANCIAL
ADVISORS & RETIREMENT CONSULTANTS

Philip Capriotti, Sr.

Owner, CEO, Licensed Fiduciary & Ed Slott MASTER Elite IRA Advisor

Philip Capriotti, Jr.

Chief Compliance Officer

Gregory Putbrese

Social Security Timing Specialist

Christine Wix

Director of Operations

Dalila Allen

Tax Specialist

TBA

Receptionist

Parker Capriotti

Intern

Gerry Hammill

Tax Department Managing Director

Auxiliary Staff

Jimye Ketchens

Financial Records Administrator

Susan McCallium

Bookkeeper

Lisa Capriotti, PHD

Fiduciary

Community Partners

Ed Talley

Real Estate Specialist

Terry Hutchens

CPA

Nathan Sheppard

Accountant

Chadd Mason

Attorney

Louis Shaff

Attorney

Most people when they leave their financial advisor feel confused about what’s happening with their money.

We at Donato Wealth Management are just as good at explaining investments as they are at making them. Our clients fully understand what’s happening with their money at every stage of their financial journey.

Our Promise to You

Our Game Plan

It’s our job to understand the complexities of your situation and our financial plans are designed with your personalized goals in mind. We will continually evaluate your situation to make sure your financial plan is on track towards your goals and keep you updated as your life changes.

Experience

A Registered Investment Advisor (RIA) is a person or firm who advises high-net-worth individuals on investments and manages their portfolios. RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide investment advice that always acts in their clients’ best interests.

Investment advisory services are offered through Foundations Investment Advisors, LLC and is a SEC registered investment advisor.